Holders over time
- SLB
- CVX
| Quarter | SLB | CVX |
|---|---|---|
| Q3 2020 | 23 holders, $3.6bn | 18 holders, $9.3bn |
| Q4 2020 | 19 holders, $4.0bn | 27 holders, $12.0bn |
| Q1 2021 | 16 holders, $3.7bn | 22 holders, $12.8bn |
| Q2 2021 | 13 holders, $4.6bn | 25 holders, $12.5bn |
| Q3 2021 | 14 holders, $4.2bn | 25 holders, $12.4bn |
| Q4 2021 | 11 holders, $3.5bn | 24 holders, $14.6bn |
| Q1 2022 | 25 holders, $6.2bn | 25 holders, $39.6bn |
| Q2 2022 | 25 holders, $6.2bn | 25 holders, $35.6bn |
| Q3 2022 | 23 holders, $6.2bn | 33 holders, $37.1bn |
| Q4 2022 | 26 holders, $9.2bn | 33 holders, $45.2bn |
| Q1 2023 | 26 holders, $9.3bn | 32 holders, $36.7bn |
| Q2 2023 | 29 holders, $10.3bn | 32 holders, $34.1bn |
| Q3 2023 | 25 holders, $15.0bn | 31 holders, $33.6bn |
| Q4 2023 | 29 holders, $13.5bn | 29 holders, $32.3bn |
| Q1 2024 | 32 holders, $15.5bn | 24 holders, $31.7bn |
| Q2 2024 | 29 holders, $12.5bn | 30 holders, $31.2bn |
| Q3 2024 | 23 holders, $9.4bn | 28 holders, $28.5bn |
| Q4 2024 | 25 holders, $8.4bn | 28 holders, $28.4bn |
| Q1 2025 | 25 holders, $8.6bn | 26 holders, $32.6bn |
| Q2 2025 | 20 holders, $6.2bn | 27 holders, $28.7bn |
| Q3 2025 | 25 holders, $6.1bn | 33 holders, $34.2bn |
| Q4 2025 | 25 holders, $7.5bn | 33 holders, $34.8bn |
| Q1 2026 | 22 holders, $10.6bn | 40 holders, $40.1bn |
| Q2 2026 | 17 holders, $9.6bn | 37 holders, $32.6bn |
SLB Limited
- Holders
- 25
- Reported value
- $6.1bn
- Buyers
- 20
- Sellers
- 5
Breadth +15 among 95 comparable managers.
Chevron Corporation
- Holders
- 33
- Reported value
- $34.2bn
- Buyers
- 22
- Sellers
- 10
Breadth +12 among 95 comparable managers.
Who holds both, Q3 2025
Both (16)
AllianceBernstein LP, Balyasny Asset Management LLC, Brevan Howard Capital Management LP, Capital Research Global Investors, Capital World Investors, Dodge & Cox, ExodusPoint Capital Management LP, Freestone Grove Partners LP, GAMCO Investors Inc, Invesco Ltd, Marshall Wace LLP, Millennium Management LLC, Neuberger Berman Group LLC, Squarepoint Ops LLC, T. Rowe Price Associates Inc, Wellington Management Group LLP
Only SLB (9)
Artisan Partners LP, Bridgewater Associates LP, Eisler Capital Management Ltd, First Eagle Investment Management LLC, Holocene Advisors LP, Hudson Bay Capital Management LP, Point72 Asset Management LP, Voloridge Investment Management LLC, Winton Group Ltd
Only CVX (17)
Acadian Asset Management LLC, AQR Capital Management LLC, Arrowstreet Capital LP, Berkshire Hathaway Inc, Citadel Advisors LLC, Fidelity (FMR LLC), Harris Associates LP, Jane Street Group LLC, Janus Henderson Group Ltd, Man Group PLC, MFS Investment Management, Moore Capital Management LP, Renaissance Technologies LLC, Schonfeld Strategic Advisors LLC, Tudor Investment Corp, Verition Fund Management LLC, Woodline Partners LP
How much of the picture this is
A 13F is a manager’s long US-listed equity book at a quarter end, filed up to 45 days later. Buyers and sellers count comparable managers (those that filed both quarters) by shares, so a rise in value with no rise in shares is the price. Large books are listed to their largest positions. These are 95 tracked managers, not the institutional market.